In the kickoff episode of this year’s summer series, Robin and Jennifer take a closer look at the inquiry phase, the first step in the client journey and a powerful opportunity to set the tone for a high touch, personalized experience. Rather than viewing the inquiry form as just a lead filter, they reframe it as the beginning of the onboarding process. This attracts dream clients, sets expectations, and lays the foundation for lasting relationships! Learn how to design strategic inquiry forms that are both efficient and engaging, tailored to the unique preferences of different client types. From incorporating creative, emotion driven questions to using interactive tools like quizzes, this episode offers fresh ideas for turning a routine form into a meaningful brand touchpoint. Hit play and get inspired to elevate your client experience starting from the very first interaction!

Today we will cover:

(02:50) Understanding client experience vs. service
(04:50) Rethinking the inquiry phase; creating inquiry forms
(09:10) Tailoring forms to fit your audience
(12:55) Adding personality and creativity to your questions
(21:45) Setting expectations and creating boundaries early
(35:00) Using quizzes and interactive tools to vet for fit

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Also mentioned in the episode:

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134. Client Experience Series: The Inquiry

TIQUE Talks: The Business Podcast for Travel Advisors